Salesforce for shops with techs in trucks.
We've run Salesforce service operations for HVAC and mechanical contractor accounts — dispatch boards, work orders, service contracts, the office side of the business. So when we build Service Cloud and Field Service for a contractor, we're not guessing what a dispatcher's morning looks like. We've lived it.
This is the vertical we know from the inside
Most Salesforce consultants learn field service from documentation. Our experience comes from the other direction: hands-on, in-production Salesforce service operations for HVAC and mechanical contractor accounts — working the dispatch board, pushing work orders through their lifecycle, keeping service agreements straight, and dealing with everything that happens between "customer calls" and "invoice goes out." That's the operational reality your office staff lives every day, and it's the lens we build through.
It means we already know where these projects go wrong: the mobile flow with twelve required fields no tech will ever fill in, the work order status model that doesn't match how jobs actually move, the "integration" that still requires someone to re-key everything into accounting. We build around those failure modes because we've watched them happen.
The problems we keep seeing in service shops
HVAC, mechanical, plumbing and pipefitting, electrical — different trades, same four headaches.
Dispatch lives on a whiteboard and a group text
The morning scramble: who's where, which truck has the parts, who calls the customer when a job runs long. When dispatch lives on a whiteboard, one sick tech or one emergency call means re-planning the whole day from memory — and nobody outside the office can see any of it. A real dispatch board shows every tech, every job, and every gap, and survives the 7 a.m. chaos.
Work orders die between the field and the invoice
The job got done — but the paperwork is in the truck, the parts used were never written down, and the invoice goes out two weeks late and short. Every work order that stalls between "tech finished" and "customer billed" is money sitting in a cab somewhere. The fix is a work order lifecycle where completion in the field flows straight into billing, with nothing re-typed.
Maintenance agreements nobody renews on time
Service agreements are the best revenue in the business — recurring, predictable, and the reason the customer calls you instead of a competitor in July. But when renewals live in a spreadsheet, they lapse quietly, spring and fall visits get missed, and entitlements are honored from memory. Contracts should generate their own visits and flag their own renewals.
Techs hate the software, so they don't use it
A tech on a rooftop in January is not going to tap through nine screens to close out a job. If the mobile experience is slow or bloated, techs route around it — and then the office is back to phone calls and paper. The bar is brutal and correct: fewer taps than a phone call. If the software doesn't clear it, the data never exists.
What we build for contractors
Service Cloud and Salesforce Field Service, set up around how a service business actually runs — scoped on a free call, quoted at a fixed price.
Work order lifecycle
From "customer calls" to "invoice sent" as one connected flow: case to work order to service appointment to completion to billing. Statuses that match how your jobs actually move, so the office always knows where every job stands without calling the truck.
Scheduling & dispatch
A dispatch console your dispatcher will actually prefer to the whiteboard — drag-and-drop assignment, skills and territories, emergency-call rescheduling, and visibility for everyone who needs it. Built for the 7 a.m. scramble, not the demo.
Mobile flows techs will use
Field Service mobile screens stripped to what matters: the job, the site history, the parts, the signature, done. We design for gloves, bad signal, and zero patience — because a mobile flow techs skip is worse than no mobile flow at all.
Service contracts & entitlements
Maintenance agreements that run themselves: entitlements enforced automatically, seasonal visits generated on schedule, renewals flagged before they lapse. Your best revenue stream stops depending on someone remembering to check a spreadsheet.
QuickBooks & ERP handoff
The completed work order — labor, parts, the whole ticket — hands off to QuickBooks or your ERP for invoicing without anyone re-keying it. The gap between "job done" and "customer billed" shrinks from weeks to same-day.
Agentforce for the phones
"Where's my tech?" status calls and after-hours intake, handled by an agent grounded in your actual schedule and work orders — with a clean escalation path to a human for anything real. Your office staff stops being a status hotline. How we build agents →
We've sat in the dispatcher's chair.
Most Salesforce consultants have never watched a morning dispatch scramble — two emergency no-heat calls, a tech out sick, and a customer on hold wanting to know where their guy is. We have. That experience changes how we build: our projects start with the dispatcher and the tech — the people who touch the system a hundred times a day — not the org chart. If the dispatch board is slower than the whiteboard, or the mobile flow is slower than a phone call, the build has failed no matter what the demo looked like. That's the standard we hold our own work to, because we've been the ones stuck using the tools consultants leave behind.
Start with a free Salesforce Org Health Assessment.
Already on Salesforce, or halfway there? We'll go through your org and tell you plainly what's working, what's broken, and what a field-service setup would actually take for your shop — no charge, no obligation, no pitch deck. If Salesforce is the wrong tool for your size, we'll say that too.
Field service questions, answered.
Is Salesforce Field Service overkill for a 10-truck shop?
Sometimes, honestly, yes. Full Field Service licensing and setup is a serious investment, and for some smaller shops a leaner Service Cloud setup — or something simpler still — does the job for a fraction of the cost and complexity. That's exactly the question the free assessment answers: we'll look at your volume, your growth, and your workflows, and tell you straight which tier makes sense. We have no incentive to sell you the biggest option, and we won't.
Can Salesforce talk to QuickBooks?
Yes. Completed work orders — labor, parts, the full ticket — can flow into QuickBooks (or your ERP) for invoicing automatically, and payment status can flow back so the office sees what's outstanding without switching systems. Integration work like this is a core part of what we build, and it's usually where contractors see the fastest payoff: the invoicing lag disappears.
Do we have to rip out ServiceTitan?
No — and if ServiceTitan is genuinely working for you, we'll tell you to keep it. It's a strong purpose-built product for residential service. Salesforce tends to win when you've outgrown a single tool: commercial accounts with complex contracts, a sales pipeline that should connect to service history, custom workflows, or a business that spans more than field service. If that's not you yet, we'd rather say so now than bill you for a migration you'll regret.
Our techs have rejected software before. Why would this be different?
Because tech adoption is the design constraint, not an afterthought. We build the mobile flow around the fewest possible taps, test it with your actual techs before rollout, and cut anything they won't realistically do from a truck with gloves on. If a field is nice-to-have for the office but a burden in the field, it goes. Software techs actually use beats thorough software nobody touches — every time.
Tell us how your shop runs today.
Book a free call. Walk us through your dispatch, your work orders, your agreements — and we'll tell you honestly what Salesforce would fix, what it wouldn't, and what a build would take. Fixed-price quote, no hourly meter, and you talk to the people who'd actually do the work.
Book a free call →